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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and organizational skills while building client relationships and developing financial planning solutions. Capable of applying consulting processes and adapting strategies based on client needs and market conditions.
Highest-signal resume keywords
Very Good German Language Skills (C1)Client Relationship ManagementSales ExperienceOrganizational SkillsPerformance-Oriented Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consulting ProcessesNeeds AnalysisDocumentation PracticesFinancial Planning SolutionsKPI-Based Development
Soft Skills
Strong Communication SkillsEagerness to LearnReliabilityDisciplinePersonal Responsibility
Certifications & Qualifications
IHK Certification (Potential)
Industry Keywords
Client MeetingsCold CallingSales PipelineNetworkingLong-Term Client Relationships
About the role
Key responsibilities & impact- Schedule client meetings by phone, through networking, and via leads while continuously building a pipeline
- Learn and apply consulting processes, conversation techniques, needs analysis, and documentation practices
- Participate in coaching, regular reviews, and KPI-based development
- Analyze client situations and, with support, develop suitable financial and retirement planning solutions
- Build long-term client relationships and serve as a reliable point of contact
- Regularly review solutions and adapt them to clients’ life circumstances and market conditions
- Work closely with experienced advisors and specialists
- Gradually assume increasing responsibility over the course of the program
Requirements
What you’ll need- Acceptance of or interest in a dual study program at a university, university of applied sciences, IBA, or similar institution
- Very good German language skills, at least C1 level, both spoken and written
- Strong communication skills, eagerness to learn, and reliability
- Organizational skills, discipline, and personal responsibility
- Performance-oriented mindset and willingness to improve measurably
- Willingness to conduct cold calls and build a client appointment pipeline
- Initial experience in sales or communications is desirable, for example in hospitality, sports clubs, promotional work, or sales
- Willingness to potentially obtain an IHK certification in German
Benefits
Comp & perks- Structured, work-integrated development with a clear program and training plan
- Mentoring and coaching with dedicated points of contact and regular reviews
- Performance-based compensation and success model – you are rewarded for results
- Rapid development of sales and consulting skills
- Career path with the opportunity to pursue a trainee or entrepreneurial career, leading to management or team building
- Remote work possible, depending on practical phases and mutual agreement
